
Kourtney Stuthard
- Member since
- Total activity 1055
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How to send a Test Email in the Email Designer
There are two ways users can send test emails through Insightly: by sending the Email to users who are on a email test List or by sending while you’re building an Email in the Email Designer. To se...
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CRM Connector Settings overview
The CRM Connector is used to connect Insightly CRM with Insightly Marketing so that any records that share data are updated in sync with one another. Here's a breakdown of what each setting does: ...
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How to review Journey Statistics
If you have built a Journey with several branches, knowing how Prospects interacted with each step is crucial. Users can review the statistics of each step in a running Journey with the Journey Rep...
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October 2019
Product Updates Marketing and CRM - Prospect Timeline tab: Prospect Timeline tab has been added to Contact and Lead records. Marketing API - Prospect Object: Prospects have been added to Insightly...
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What is the Visitor Integration Activity Report?
The Visitor Integration Activity Report is a report that gives users insights into the third party integrations your website's visitors are interacting with. You will need to setup website tracking...
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November 2019
New Features Integrations - Zoom: Zoom’s Insightly Marketing application allows you to track Zoom activity with your Prospects. Learn more. CRM Connector - Add New Prospect field: Added the abilit...
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March 2020
New Features Marketing - Hosted Files: With Hosted Files, you can upload your files to Insightly Marketing and use a generated custom URL to track who's downloading your content and automatically ...
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How to delete a Form Handler
You can delete any Form Handler or Finish Action that has been created. To delete a Form Handler: Open the Form Handler record and click the Actions dropdown. Select Delete This Form Handler. A wa...
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December 2019
New Features Form Handlers - Form data automatically added to Insightly: Form Handlers collect data from your website's forms, then automatically create or update records within Insightly Marketin...
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How to create Hosted Files
With Hosted Files, you can upload your files to Insightly and use a generated custom URL to track who's downloading your content and automatically deploy actions you specify. To create a Hosted Fil...
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